The principals of Jarrard, Nowell & Russell offer clients a breadth of financial expertise gained through their years of combined experience in corporate financial management and public accounting. With experience at Big Four accounting firms to serving as corporate treasurer for Fortune 500 corporations, principals at the firm are able to offer business and individual clients extensive knowledge and a more comprehensive approach to financial management and business planning than many traditional accounting firms.

Business Advisory Services

Jarrard, Nowell & Russell takes a comprehensive approach to financial management for clients and is adept in guiding clients toward establishing strategies and systems to achieve long-term goals.

Succession Planning and Business Valuations

Drawing on significant experience in assessing the value of businesses, the firm performs valuations for existing or prospective businesses and develops business models for planning. Jarrard, Nowell & Russell also assists in evaluating stakeholders and developing goals for succession planning.

Consulting for Acquisitions and Financing

Drawing on established relationships and proven methods, the firm guides business owners through a process that includes modeling for financial institutions, performing due diligence and securing financing.

Captive Insurance Consultation and Auditing

Looking beyond traditional insurance, the principals in Jarrard, Nowell & Russell are experienced in captive insurance consultation and skilled in performing the required captive insurance audits. Often, an initial consultation is recommended to assess the feasibility of a captive and then the firm guides clients in the process of setting up and identifying providers.

Personal Wealth Planning

With a commitment to personalized service, Jarrard, Nowell & Russell looks beyond traditional accounting roles and works in partnership with clients and their investment advisors to analyze, develop, and implement strategies to achieve their specific objectives. The firm does not provide specific investment advice, but maintains close working relationships with skilled investment advisors and guides clients in choosing an advisor best suited for their needs, if desired. Having the capability and expertise to assist in an array of business and public accounting areas, the firm is able to advise and guide clients toward broader business and financial success.

Tax Services

Jarrard, Nowell & Russell provides tax preparation and reporting services ranging from individual returns to multi-faceted corporate reporting.

General Accounting and Auditing

The firm serves business clients in the diverse areas of industry, general and mechanical contracting, real estate development and sales, professional services, non-profit management, retail operations, restaurant management, distribution and logistics, and more. Services range from general bookkeeping to corporate audits.

Going Beyond